Every day is different in the financial industry and no two clients are alike. While many may have similar goals, their backgrounds and experiences differ. My office caters to those who want individualized service and help in achieving their goals. Some areas of focus are:

- Individual Investors looking to create customized strategies to help them retire, live in retirement, save for education or leave a legacy.

- Business Owners who want to invest through their company or save for their personal goals.

- High Net Worth Individuals that may have complex needs to provide solutions for.

I attended North Central College in Naperville, IL, to advance my studies in finance and economics. While in college, I played soccer and tennis. I gained knowledge about being a financial advisor by having a two-year internship with a financial services firm creating retirement reports. After college, I came back home to Wisconsin to pursue a career with Edward Jones.

I currently reside in Burlington with my wife, Danielle, and two sons, Christian and Greyson. In our free time, we enjoy traveling, playing sports and spending time together.

I am supported in the office by Sr. Branch Office Administrator Kylie Conner. She brings a wealth of knowledge and ability to help make sure every client interaction is a positive one. Together, we work to support you in your financial goals.

I was named among the 2022 Forbes Best-in-State Wealth Advisors* and the Next-Gen Best-in-State Wealth Advisors 2022.**

I look forward to the opportunity to partner with you to help you achieve what is important to you. Please feel free to reach out to my office via phone or email, whether you're new to investing or have a current strategy to review.

*2022 Forbes Best-in-State Wealth Advisors for Wisconsin, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Wisconsin, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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